![]() ![]() We’ve always been able to create preventative maintenance plans on a recurring schedule, but now we can create a preventative maintenance plan based on events like asset use and conditions with the asset. Proactive Preventative Maintenance – Alright, this one is really cool.All of these are great enhancements.Īnnotated Images with Virtual Remote Assistant Leveraging 3rd party companies for your field work? Now they can benefit from this functionality to avoid truck rolls and both of you save money. Definitely some good use cases in Sales – the Experience Cloud side is an interesting angle as it allows you to expand this capability to your partners as well. Previously it could only be done in Service Cloud. Finally, you can now leverage Virtual Remote Assistant in Sales Cloud and Experience Cloud. Afterward, you can share these images from the library with other users. Both your virtual worker and the customer can annotate on the image and as part of this, you also have the ability to set the colors of the magic markers for each of the user types. These images create a library within the session and you have the ability to annotate directly upon these images, which is really slick. Next up, you can now take snapshots with the video to capture images. Mobile workers can now change the exposure, adjust the focus, zoom in or out, and also leverage the flashlight right from within the remote assistant app. For Winter 22, the first enhancement gives your mobile workers more control over the video session itself by leveraging more of the camera’s features. Obviously not all work types can be solved remotely so you need to evaluate if this is a fit for your business and what work types it’s a fit for. If you have field service appointments that can be solved with virtual service, this is definitely worth looking into as the ROI will be incredible if this is done right. I’m a big fan of camera sharing as a concept – we wrote a blog post covering this right as covid broke out – and Virtual Remote Assistant is Salesforce’s solution to this approach. Virtual Remote Assistant Enhancements – The Virtual Remote Assistant add-on (this is another additional cost product) gets several new enhancements with Winter 22.If you use shift management, all of these enhancements are huge. This lets you create many shift records for multiple resources all in one shot vs having to create these repeatedly. We now have access to shift templates – leveraging some Experience Cloud functionality – that will let you create shift records from patterns. In addition to the improved interface, creating repetitive shifts has also gotten easier. The screenshot is below and it’s definitely a much slicker and easier to use interface. This one is super useful as it lets you view shifts within the local timezone vs. Finally, we get a nice toggle for territory time zone management. In addition, we now get horizontal bars to represent each shift on the schedule. You can now quickly move from week to week or across months when creating shifts with an easy toggle arrow. First off, we get some enhancements to the calendar itself. Shift Planning Updates – Shift Planning gets some really big updates with Winter 22.I have some alt-J playing in the background so some great writing music and as always we’re going in a pretty random order here of what interests me most. With this post, we’ll be diving into the Field Service and Salesforce Schedule features that are coming. ![]() Surprised by that? Well, definitely read our post as it’s huge news). After that, we covered Service Cloud and Service Cloud Voice followed up by Derek Camp writing all about the new Flow features coming (and some of the big updates from Dreamforce about how workflow and process builder are being phased out. Our first post was all about the Sales Cloud and core platform updates. With the release getting close, we’re right in the middle of our blog series covering it. Salesforce’s Winter 22 is almost here – it will start hitting production instances this weekend and wrap up on 10/9. ![]()
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